Other · DOL Form 5500 · 2022

The Nemours Foundation Retirement Plan

Data updated 2026-08-25

$924M
Total assets Above avg plan size
7,882
Participants Very large workforce
99th
Percentile by assets National rank
$117,284
Avg per participant Below avg balance/head
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Official DOL plan name: The Nemours Foundation Section 403(b) Plan · Sponsored by The Nemours Foundation · Florida · Healthcare & Social Assistance

$924M in assets, 7,882 participants

The Nemours Foundation's The Nemours Foundation Section 403(b) Plan reported $924M in total assets and 7,882 participants in its 2022 DOL Form 5500 filing, ranking in the 99th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #19,867 in Healthcare & Social Assistance (20,060 peers)

Coverage in Florida

The Nemours Foundation Section 403(b) Plan covers 7,882 participants in Florida, 13x the typical Florida plan (state average ~628 per filing). Assets: $924M.

#19,867
in Healthcare & Social Assistance (20,060 peers)
-11.3%
assets change YoY
9.3×
vs typical plan assets (national mean)

The plan reported a net loss of $117M for the year, a single-year figure driven by markets and benefit payments, not a measure of plan health.

The Nemours Foundation Section 403(b) Plan's outsized position by total assets

The Nemours Foundation Section 403(b) Plan vs every filed plan by assets

End-of-year total assets · plan year 2022 · DOL Form 5500

$924,429,166 Top 1% higher than 99% of 139,123 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2022

The Nemours Foundation Section 403(b) Plan's large-plan peer group by participant headcount

Plan-year 2022 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. The Nemours Foundation Section 403(b) Plan lands in the large band (7,882 participants).

Form 5500 schedule snapshot

Filing strip 590634433 · The Nemours Foundation PY 2022 · Other

The Nemours Foundation Section 403(b) Plan · $924M · 7,882 · 99th

  • TYPE $924M
  • NET 7,882
  • BOOK 99th
  • VS-ST Other
  • BOY near Villanova University Retirement Savings Plan
  • SCH ind #19867

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Healthcare & Social Assistance retirement plans → · Plans in Florida →

The Nemours Foundation Section 403(b) Plan in the asset neighbourhood

Southern Methodist University Retirement PlanSouthern Methodist Universit…$932MThe Nemours Foundation Section 403(b) PlanThe Nemours Foundation Secti…$924MVillanova University Retirement Savings PlanVillanova University Retirem…$920MSt. Jude Children's Research Hospital Defined Contribution Retirement PlanSt. Jude Children's Research…$919MLehigh Valley Health Network, Inc. 403(b) Savings PlanLehigh Valley Health Network…$917M
End-of-year total assets ($M) among The Nemours Foundation Section 403(b) Plan and nearest nationwide Other peers. Source: DOL Form 5500 plan year 2022.

Florida filing particulars

Total Assets (Beginning of Year)$1.0B
Net Assets (End of Year)$924M
Net Income-$117M
Employer EIN590634433
Plan Effective Date2009-01-01
Filing StatusFILING RECEIVED

Sponsor Plan History (The Nemours Foundation)

Sponsor-wide plan assets over time

All The Nemours Foundation plans reported in each filing year

Latest sponsor-wide plan assets
$1.9B 27.735698475035562% vs 2022
2024 filing year
$1.4B$1.6B$1.8B$2B 202220232024 $1.53B $1.95B ▲ +27.5%
Year Plans Participants Total Assets
2022 2 9,635 $1.5B
2023 2 10,091 $1.8B
2024 2 10,539 $1.9B

Nearby Other Plans in Florida

Peer Other plans, same state, same plan type, ranked by total assets.

The Nemours Foundation Section 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants Scatter plot of 6 data points. -100000100002000030000 0.511.52 Total assets ($B) Participants The Nemours Foundation Section 403(b) Plan, Total assets ($B): 0.924429166 · Participants: 7882The Nemours Foundation Section 403(b) PlanBaptist Health South Florida, Inc. 403(b) Employee Retirement Plan, Total assets ($B): 1.924130807 · Participants: 22860Baptist Health South Florida, Inc. 403(b) Employee Retirement PlanUniversity of Miami Retirement Savings Plan, Total assets ($B): 1.361290787 · Participants: 12294University of Miami Retirement Savings PlanOrlando Health Retirement Savings Plan 403b, Total assets ($B): 1.220931829 · Participants: 23753Orlando Health Retirement Savings Plan 403bDefined Contribution Retirement Plan for Faculty of the University of Miami, Total assets ($B): 1.047881835 · Participants: 1019Defined Contribution Retirement Plan for Faculty of the University of MiamiUniversity of Miami Supplemental Retirement Annuity Program, Total assets ($B): 0.689215256 · Participants: 2383University of Miami Supplemental Retirement Annuity Program
The Nemours Foundation Section 403(b) Plan vs. nearby Other plans in Florida, assets vs. participants

Scale composition for The Nemours Foundation Section 403(b) Plan

The Nemours Foundation Section 403(b) Plan reports $924M in end-of-year assets across 7,882 participants (0.008% of the $12.3T held by all Form 5500 filers in the national rollup , and 0.008% of 93,925,755 covered participants) - about $117,284 per participant (85% of the national average assets-per-participant) . Net income for plan year 2022 was -$117M.

This plan identity (EIN 590634433, plan #002) has 3 Form 5500 filings on file from 2022 to 2024 , with end-of-year assets moving from $924M to $1.3B (+42.1%) while covered participants moved from 7,882 to 9,064 . Single-year sparse filers cannot show that trail.

Plan year Participants EOY assets Filing
2022 7,882 $924M This page
2023 8,505 $1.1B Open filing
2024 · index core 9,064 $1.3B Open filing

The same sponsor also keeps 2 other index-core plans on PlainRetire:

The Nemours Foundation Section 403(b) Plan's out-of-state Other peers by assets and headcount

Outside Florida, the nearest Other by assets is Villanova University Retirement Savings Plan in PA ($920M); by covered participants it is Cook Childrens Health Care System 403(b) Retirement Plan in TX (7,879 participants). Same-state nearby plans are listed separately above.

DOL Form 5500 plan year 2022. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did The Nemours Foundation Section 403(b) Plan assets move in 2022? ▼
The Nemours Foundation Section 403(b) Plan pulled back noticeably - down 11.3% during 2022, from $1.0B to $924M. Reported net income was -$117M.
How have The Nemours Foundation plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), The Nemours Foundation's sponsor-wide assets grew 27.7%, from $1.5B to $1.9B.
Where does The Nemours Foundation Section 403(b) Plan rank by assets among Form 5500 filers? ▼
The Nemours Foundation Section 403(b) Plan ranks in the 99th percentile by end-of-year assets among 139,126 plans that reported assets for plan year 2022 (among the largest 1% of all filed plans).
Which Other plans are similar in size to The Nemours Foundation Section 403(b) Plan? ▼
Among Other plans in other states, the closest by assets is Villanova University Retirement Savings Plan in PA ($920M, 2,476 participants).
Which Other plans cover a similar participant headcount to The Nemours Foundation Section 403(b) Plan? ▼
Among Other plans in other states, the closest by covered participants is Cook Childrens Health Care System 403(b) Retirement Plan in TX (7,879 participants, $563M in assets).